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It’s a shame that innocent posters here have to suffer (only a bit) what Tremor posters have suffered FOR YEARS at the hands of Stt1.
What you see here is nothing but a VERY MILD dosage of what Stt1 has been dishing out to others.
50-60 posts from Stt1 a day.. EVERDAY !!
It's always unfortunate when there is collateral damage in such situations.
That’s all I can say to you In-long
Cheers
STT1 will you bl00dy nock it off harassing people, weve been dealing with you bringing trouble to this board for 2 years now and 3 different lots of pepole at different times. The conversation used to be intelligent here, god man geet a bl00dy grip............
In-long....if you only knew how many times your words have been repeated over and over by so many other frustrated people, for so many years now, you would understand more fully the annoying impact that this guy has had on the rest of us. His posts, now numbering an unbelievable 32,070+ are generally ignored, scrolled past, filtered or simply suffered as unwanted annoyance. He remains without weight, influence, or friends. You don’t need to refer to him by his name anymore, everyone knows immediately who you are referring to under the pseudonym, Canute and other equally derogatory descriptions. I have concluded before. This guy is not unintelligent but in saying this, it is apparent to me, at least, that a few screws were left lose at birth resulting in personal problems that are as obvious to him, as they are to the rest of us. He will pay no heed to your request. We have all been there already.
apologies that text should read ....resulting in personal problems that are 'not' as obvious to him, as they are to the rest of us.
TLY is unprofitable, and losses have increased over the past 5 years at a rate of 12.5% per year.
A more recent uptick on the back of covid perhaps but the divi is not well-covered by profits.
TLY's short term assets do not cover its short term liabilities.
Since TLY are not a utility company they cannot really afford to service much debt.
So why keep flinging a divi out?
It remains extremely challenging to forecast with any degree of accuracy given the volatility of demand and accessibility of patient service delivery. We intend to continue to plan, deliver and respond positively to these changing market dynamics," 'Looking Ahead' Quote from Finance Director Lisa Barter.
I'm sure readers here aren't complete fools and would be interested to know why stt1 is at this moment spewing out even more negativity against Tremor on LSE and ADVFN.
It goes on and on.
There has to be some control somewhere.
Pest Control?
From stt1 at 20:11 tonight :-
Eddie,
"Even if we had $250m to $280m that’s a whopping amount don’t you agree ?"
Ok, thanks for confirming you made the $300m up?
I'm sure readers aren't fools and would be interested to know from the company what they are actually going to do.
Alphonso court case.
Inventory Payments.
M&A.
Given at fy2020 Dec they stated they are retaining cash for working capital, the recent court case filing against Alphonso, I think they need the cash for inventory payments/working capital.
From their fy accounts:
""Net cash from operating activities of $35.2 million (2019: $45.1 million) mainly due to working capital requirements during record H2 and Q4 2020 performance"
"Although the Company have paid dividends and share buybacks in the past, the Company does not anticipate paying any dividends in the foreseeable future. The Company currently intend to retain future earnings, if any, to finance operations and expand its business. "
https://www.tremorinternational.com/wp-content/uploads/2021/03/TRMR-Final-Results-100321.pd
Perhaps the reasoning given when Sizmek filed for Chapter 11 is a more plausible explanation? ie the way ad tech model works.
The ad tech model works by DSPs/SSPs, partnering with each other. It is usually the case that the company would pay their 'supplier' (other ad tech companies) around 60 days but receive their cut from 'customers' (other ad tech companies) around 90 days. That gap("inventory payments") has to be covered from their own cash or they setup credit facilities.
"Brands and agencies often pay DSPs on 90-day or even 120-day cycles. But DSPs pay SSPs between 30 to 60 days."
"DSPs shoulder this burden directly because they constantly owe money to inventory suppliers. The Trade Desk took out a $200 million loan in 2017 to preserve liquidity while it bridges inventory payments. MediaMath has raised more than $600 million, including $225 million last year."
https://adexchanger.com/online-advertising/sizmeks-bankruptcy-is-changing-how-the-supply-side-manages-dsp-debts/
Revenue is 105 mil. Profit is 2 million. They are burning through a lot to keep the business going.
stt1 is still spreading his mad obsession against Tremor.
Look for yourselves, on Tremor LSE or ADVFN, the character is a total nut job.
dsc1978,
That hits the nail on the head.
A business with high revenue and low profit margin has many vulnerabilities, in many cases those vulnerabilities get worse as the business scales.
And still they give away what little they have on dividends.
You couldn't make it up.
We used to talk about Totally now its just bashing it down .
No point worrying about it Thordon… nothing said here will affect the business. Earings reported next month will guide the new valuation. Eagerly awaiting
Dsc1978,
"Revenue is 105 mil. Profit is 2 million. They are burning through a lot to keep the business going."
Those are fy2020 figures, ended March 2020.
During that period they were still in their 'ADD' stage of their 'Add & Build' strategy.
As evidence during the fy2020 (yr ended March 2020) period:
1) In June 2019, they bought GBH.
2) In Oct 2019 they setup THC, insourcing division.
Both these cost time and money to integrate/setup but are now setup.
Key takeaways from the TU on fy expectations:
Cash £14.8m
Revenue ~£92m
earnings substantially ahead of management expectations and last year's £4m.
https://polaris.brighterir.com/public/totally/news/rns/story/xppk83x"
Last 5 years:
period revenue, cash, profit/loss
2015 £0.6m, £0.4m, £0.4m
2016 £4m, £1m, £1.4m
2017 £21.3m, £11.3m, £5.6m
2018 £42m, £10.2m, £0.2m
2019 £78m, £7.5m, £1.1m
2020 £105m, £8.9m, £4m
2021E£92.m, £14.8m, substantially above last year's £4m (in their TU)
Paying dividends.
https://polaris.brighterir.com/public/totally/news/rns/story/xppk83x
Mcap £69m